Aspire Capital Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Aspire Capital Advisors’s Portfolio JPME Stock Details JPME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-34,512	Closed	-$3.17M	–	83
2023 Q4	$3.17M	Buy	34,512 +1,979	+6%	+$169K	1.29%	23
2023 Q3	$2.72M	Buy	32,533 +940	+3%	+$82.7K	1.24%	23
2023 Q2	$2.79M	Sell	31,593 -24	-0.1%	-$2.04K	1.36%	21
2023 Q1	$2.71M	Buy	31,617 +6,600	+26%	+$573K	1.42%	20
2022 Q4	$2.11M	Buy	+25,017	New	+$2.09M	1.2%	21

Other funds holding JPME

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Aspire Capital Advisors's JPME Position: Q1 2024 in Review

Aspire Capital Advisors sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2024, closing a stake of 34,512 shares — an estimated $3.17M sold.

Aspire Capital Advisors first reported a position in JPME in Q4 2022 and held it in 5 quarters. The position peaked at $3.17M in Q4 2023. 79 funds tracked by Wall St. Rank hold JPME as of Q1 2024.

Aspire Capital Advisors reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
Aspire Capital Advisors sold 34,512 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2024, an estimated $3.17M.
Aspire Capital Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2022 and held it in 5 quarters.
Aspire Capital Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $3.17M in Q4 2023.
79 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2024.

Based on Aspire Capital Advisors's 13F filing for Q1 2024, filed 10 May 2024.